David helps clients with estate planning, business succession planning, trust administration, probate litigation, and real estate/corporate transactions and litigation. In his work with individuals, couples, families and business owners, he serves as a trusted counselor; for most clients, David is the first person they call when they have a question or need assistance with anything, legal or otherwise. His clients know they can count on him to intervene personally, if he can, or put them in touch with another professional who can help. He comes by this client-centered approach honestly; for 7 years, David practiced law in his hometown of Casa Grande, where he helped clients throughout Pinal County and Western Maricopa with all of their legal needs.
Estate Planning for Individuals, Couples and Families. David wholeheartedly believes that every person needs an estate plan to protect their assets and preserve their wishes upon death and/or incapacity. Through the use of Living Trusts, Powers of Attorney, Advanced Health Care Directives and related documents, David empowers his clients with all the tools they need to make sure their estate avoids the costly and time-consuming probate process. Estate planning can be a scary and overwhelming prospect for many people; knowing that, David patiently leads his clients through the entire process, with the goal of ultimately replacing their fear with peace of mind.
Estate & Succession Planning for Business Owners. David helps business owners safeguard their legacies by making sure their business interests are protected and pass to a worthy successor. He works through issues related to buy sell agreements, assigning interests, asset protection, cash flow management, and effective use of life insurance and other financial tools to assure a smooth transition. He has also helped resolve complex situations where business and personal issues collide: for example, he recently helped an owner in a multi-owner partnership ethically protect his business assets while going through a divorce. David has significant experience working with owners of family farms and helping them navigate their specialized estate and business succession planning needs.
Probate Litigation & Trust Administration. David represents parties involved in contested Probate Court actions such as Guardianship, Conservatorship, Formal Probate and Trust Administration matters. In this capacity, he also represents individuals and licensed fiduciaries who are acting as Trustees, Conservators or Personal Representatives of either a Trust or a Probate Estate. David has experience helping to resolve complex probate issues involving vulnerable adults, undue influence and fiduciary rights and obligations.
Real Estate/Corporate Litigation & Transactional Matters. In the areas of real estate and corporate, David advises clients on both transactional and litigation matters. His real estate and corporate litigation experience includes breach of contract and partnership disputes, well-sharing disagreements, purchase and sale contract disputes, easements and adverse possession matters. David’s transactional practice benefits from his work as a litigator: he is particularly adept at identifying potentially problematic contract terms when helping his clients review and negotiate leases, purchase and sale contracts, franchise-purchase agreements, and other contracts. His transactional practice also includes forming business entities for real estate holding companies, advising on corporate governance issues, and reviewing loan documentation.
Previous Career in Logistics and Transportation Industry. For many years, David enjoyed a rewarding career in logistics, planning and transportation industries in Washington, D.C., Nevada and Arizona. As a consultant with Booz Allen, he was involved in strategic planning associated with the transportation and disposal of nuclear waste for the U.S. Department of Energy’s Yucca Mountain Project. His previous experience also includes serving as a Nuclear Transportation Manager at Edlow International Company and as an Operations Manager at Matrix International Logistics.
Personal. David is happy living and working in his native Arizona, where he and his wife Judy are raising their four daughters.
American Bar Association, Member of General Practice, Real Property, and Trust and Estates Law Sections